Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PAYCHEX, INC.5+ years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $12,655 |
Filed as: RAYMOND JAMES & ASSOCIATES, IN Service code 13 ATTN AMS 0326-055 · ST PETERSBURG, FL 33742 | Contract Administrator | $10,817 |
401K GENERATION2 years Service code 13 · EIN 26-4477125 195 INTERNATIONAL PARKWAY · LAKE MARY, FL 32746 | Contract Administrator | $7,906 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,838 | $89,652-93.5% | $141,191-95.9% | $65,185-91.0% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.5%+7.8pp | 70.2%+20.0pp |
| Annual return | 23.77% | 32.79%-9.0pp | 71.41%-47.6pp | 29.38%-5.6pp |
| Employer contribution / active EE | $896 | $3,065-70.8% | $4,736-81.1% | $2,177-58.9% |
| Participant deferral / active EE | $1,666 | $5,691-70.7% | $6,710-75.2% | $3,514-52.6% |
| Admin fee / account holder | $72 | $569-87.4% | $10,264-99.3% | $847-91.5% |